Microsoft Corporation

IREN Limited

Dell Technologies Inc.

Microsoft, which is among the leaders of the global race in the field of artificial intelligence, has signed a contract for the purchase of computing power with the Australian company IREN for about $9.7 billion. IREN, in turn, has agreed to purchase equipment from Dell. After the news, Iren's shares hit a record high, while Dell's shares reached a 1.5-year high.

Microsoft signed a $9.7 billion contract with a company from Australia. Its securities rose

NVIDIA Corporation

Amphenol Corporation

Arista Networks, Inc.

Coherent Corp.

Which stocks could become an alternative to semiconductors amid the AI boom

Nvidia's deal with Nokia hints: Mizuho names 10 stocks to invest in optical networks

Palantir Technologies Inc.

Advanced Micro Devices, Inc.

Super Micro Computer, Inc.

The US government shutdown is now in its second month and is about to become the longest in history. However, Wall Street does not seem to care: all three major U.S. stock indices reached highs last week. Quotes were supported by the US Federal Reserve rate cut, the de-escalation of trade tensions after the meeting between President Donald Trump and his Chinese counterpart Xi Jinping, as well as the still high interest in stocks related to artificial intelligence, <a href="https://www.barrons.com/articles/palantir-amd-pfizer-robinhood-mcdonalds-stocks-dfd8631b?mod=RTA#:~:text=That%20is%20because,Jinping%20on%20Thursday.">writes</a> Barron's.

Palantir reports, AMD and rare employment data: what to expect for investors this week

So, it's happened. After a year of discussions, negotiations and even <a href="https://oninvest.com/article/cukerberg-protiv-al-tmana-kak-delo-openai-raskololo-kremnievuu-dolinu">lawsuits</a>, the leading artificial intelligence developer OpenAI has finally restructured and turned into a commercial company. This will allow its CEO Sam Altman to attract new investments and even go public. It may become the <a href="https://www.reuters.com/business/openai-lays-groundwork-juggernaut-ipo-up-1-trillion-valuation-2025-10-29/">largest</a> IPO in modern history.

"Just a normal company" at $1 trillion: How OpenAI is making its way to the stock exchange

Apple Inc.

Meta Platforms, Inc.

Alphabet Inc.

Nvidia temporarily surpassed its $5 trillion capitalization for the first time in history and announced partnerships with Uber, Nokia and the U.S. government. Apple's market value rose above the $4 trillion mark for the first time, while Amazon announced it was laying off 14,000 employees and realigning its business around artificial intelligence. Donald Trump and Xi Jingping agreed to a one-year truce in the trade war. About the main events from October 27 to 31 - in our review.

Highlights of the week: Big Tech reporting, US and China agree on a deal, OpenAI thinking about an IPO

Bank of America Corporation

Morgan Stanley

And gold has more than halved in price since the start of 2025

BofA named the best assets to protect against the AI bubble. One of them outperformed the S&amp;P 500 by half

Getty Images Holdings, Inc.

Shares of the American photo bank Getty Images during the trading on October 31 rose by 59.7% in the moment - after the <a href="https://newsroom.gettyimages.com/en/getty-images/getty-images-and-perplexity-strike-multi-year-image-partnership">announcement of</a> a multi-year licensing agreement with the startup in the field of artificial intelligence Perplexity AI. However, after reaching the peak, the securities began to gradually slow down, and by the time this text was published, their price was up only 4%.

Shares in photo bank Getty Images surge 60% after deal with AI search engine Perplexity

This is a continuation of the company's series of large-scale deals in the sovereign AI space

Nvidia to deploy 260,000 AI chips in South Korea, quintupling capacity

Absci Corporation

Applied Digital Corporation

Innodata Inc.

Relay Therapeutics, Inc.

For small-cap stocks, late summer was a turning point. At Jackson Hole, Fed Chair Jerome Powell signaled that the tight monetary policy was nearing an end. For small caps, whose profitability is especially sensitive to borrowing costs, that implied a reset in expectations. Tech added fuel: a pickup in new contracts to build AI data centers and strong demand for products from leaders such as Nvidia, Oracle, and TSMC reinforced the idea that even smaller tech names can ride the ongoing AI boom.

A rising tide lifts all boats: How tech small caps gained from the AI boom in 3Q25

Apple gave an optimistic outlook for the current quarter, its most important quarter because of the abundance of holidays, after which its stock rebounded sharply from a postmarket drop to gain more than 4%.

Apple predicted a boom in iPhone demand during the holiday season. Do investors believe it?

Amazon.com, Inc.

Global online commerce giant Amazon <a href="https://ir.aboutamazon.com/news-release/news-release-details/2025/Amazon-com-Announces-Third-Quarter-Results/default.aspx">reported</a> a 20% increase in revenue for its Amazon Web Services cloud business in the third quarter. This became the best dynamics in almost three years. Amazon shares rose about 14% on the premarket after the report was published.

Amazon's cloud business posted its best revenue growth in nearly three years. Shares soared

C.H. Robinson Worldwide, Inc.

Logistics company says efficiency gains helped by artificial intelligence

Artificial intelligence (AI)